Businesses in virtually every industry are finding tremendous value in deploying Salesforce within their organization. But with any new platform, software, or toolset, comes one major question for managers and team leaders: “How do I get my team to actually USE it?”
An effective implementation can be the difference between a widely adopted solution and one that goes largely unused and eventually gets quietly shuffled off. In this episode of Ahead of the Curve, we take a deep dive into Salesforce implementation, from planning to training to deployment, and look at how managers and directors can ensure a successful digital transformation from the ground up.
Key Ideas
01:56 - What should team leaders have ready on “Day Zero” of a Salesforce implementation
05:08 - How the digital transformation process is different for experienced businesses vs. those adopting a digital solution for the first time
11:13 - How managers can ensure a successful deployment with real, meaningful adoption
14:47 - The value in approaching implementation in “bite-size chunks”
17:35 - Managing the learning curve of a new solution while balancing a team’s day-to-day responsibilities
24:08 - Potential stumbling blocks during an implementation and how to avoid them
Guest Bio
Ravi Muntha
Gerent’s Senior Vice President of Delivery
Ravi brings over 25 years of towering experience in cloud-enabled enterprise transformations to his current role at Gerent, including 16 years at IBM, and over 8 years at Oracle consulting. He specializes in orchestrating highly productive and cost-effective delivery models by combining organizational design, financial transformation, and process improvement with leading-edge technology, both in the CRM and ERP space.
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Businesses in virtually every industry are finding tremendous value in deploying Salesforce within their organization. But with any new platform, software, or toolset, comes one major question for managers and team leaders: “How do I get my team to actually USE it?”
An effective implementation can be the difference between a widely adopted solution and one that goes largely unused and eventually gets quietly shuffled off. In this episode of Ahead of the Curve, we take a deep dive into Salesforce implementation, from planning to training to deployment, and look at how managers and directors can ensure a successful digital transformation from the ground up.
Key Ideas
01:56 - What should team leaders have ready on “Day Zero” of a Salesforce implementation
05:08 - How the digital transformation process is different for experienced businesses vs. those adopting a digital solution for the first time
11:13 - How managers can ensure a successful deployment with real, meaningful adoption
14:47 - The value in approaching implementation in “bite-size chunks”
17:35 - Managing the learning curve of a new solution while balancing a team’s day-to-day responsibilities
24:08 - Potential stumbling blocks during an implementation and how to avoid them
Guest Bio
Ravi Muntha
Gerent’s Senior Vice President of Delivery
Ravi brings over 25 years of towering experience in cloud-enabled enterprise transformations to his current role at Gerent, including 16 years at IBM, and over 8 years at Oracle consulting. He specializes in orchestrating highly productive and cost-effective delivery models by combining organizational design, financial transformation, and process improvement with leading-edge technology, both in the CRM and ERP space.
AOTC EP 26 - Single Channel To Omnichannel: The Evolution Of Life and Annuity Distribution
Ahead of the Curve
28 minutes 53 seconds
4 years ago
AOTC EP 26 - Single Channel To Omnichannel: The Evolution Of Life and Annuity Distribution
The digital revolution in the insurance industry is in the process of transforming the way insurance is marketed and sold.
The reason it’s undergoing such a metamorphosis is because of how customers want to do business. Smartphone technology, the internet and e-commerce have all combined to allow purchases at the touch of a button and this is changing the role of the insurance agent, as well.
In this episode, we learn from two experts why and how insurance selling is changing.
Donn Vucovich is Gerent’s Insurance Practice Lead and someone with a rich background in providing technology solutions to carriers, MGAs, and others. Michael Plazony is a former senior executive at both Kemper and Erie Insurance and also possesses a strong understanding of modern insurance technology.
Key Ideas
02:05 – Insurance carriers need new digital tools to reach customers where they are. This is also changing the traditional agent role dramatically.
06:51 – The “Amazon Experience”: What it is and why carriers are failing to deliver it to customers.
15:17 – How does a carrier align sales and underwriting to give the customer the best possible experience? Get rid of preferred rates.
26:20 – What Salesforce solutions can do to help carriers manage and maintain omnichannel distribution.
Ahead of the Curve
Businesses in virtually every industry are finding tremendous value in deploying Salesforce within their organization. But with any new platform, software, or toolset, comes one major question for managers and team leaders: “How do I get my team to actually USE it?”
An effective implementation can be the difference between a widely adopted solution and one that goes largely unused and eventually gets quietly shuffled off. In this episode of Ahead of the Curve, we take a deep dive into Salesforce implementation, from planning to training to deployment, and look at how managers and directors can ensure a successful digital transformation from the ground up.
Key Ideas
01:56 - What should team leaders have ready on “Day Zero” of a Salesforce implementation
05:08 - How the digital transformation process is different for experienced businesses vs. those adopting a digital solution for the first time
11:13 - How managers can ensure a successful deployment with real, meaningful adoption
14:47 - The value in approaching implementation in “bite-size chunks”
17:35 - Managing the learning curve of a new solution while balancing a team’s day-to-day responsibilities
24:08 - Potential stumbling blocks during an implementation and how to avoid them
Guest Bio
Ravi Muntha
Gerent’s Senior Vice President of Delivery
Ravi brings over 25 years of towering experience in cloud-enabled enterprise transformations to his current role at Gerent, including 16 years at IBM, and over 8 years at Oracle consulting. He specializes in orchestrating highly productive and cost-effective delivery models by combining organizational design, financial transformation, and process improvement with leading-edge technology, both in the CRM and ERP space.
